Anic Equity¶
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Total return since start: 0.552 %¶
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Equity now: -----------------------------> 47420.54 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46022.52 Kr¶
PnL: ---------------------------------------> -866.05 Kr¶
DD now: ---------------------------------> -2.487 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 09:14:52.670347'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3135.000000 | 208.000000 | 7.110000 | 2927.000000 |
| HEBA B | 70 | -1.870000 | 2758.000000 | 122.000000 | 4.630000 | 2636.000010 |
| HMS Networks | 2 | 0.620000 | 784.800000 | 111.800000 | 16.610000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.000000 | 3514.800000 | 60.800000 | 1.760000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -2.350000 | 398.800000 | 43.800000 | 12.340000 | 355.000000 |
| SAAB B | 8 | -0.230000 | 3412.000000 | 35.000000 | 1.040000 | 3377.000000 |
| Resurs Holding | 22 | -1.150000 | 603.020000 | 29.020000 | 5.060000 | 573.999998 |
| Swedbank A | 3 | -0.080000 | 588.900000 | 24.900000 | 4.410000 | 564.000000 |
| AcadeMedia | 12 | 0.250000 | 580.800000 | 23.800000 | 4.270000 | 557.000004 |
| OEM International B | 7 | 0.380000 | 549.500000 | 21.500000 | 4.070000 | 527.999997 |
| Corem Property Group B | 59 | -3.080000 | 594.720000 | 17.720000 | 3.070000 | 576.999999 |
| Intrum | 4 | -0.730000 | 544.000000 | 17.000000 | 3.230000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.360000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Securitas B | 6 | -0.610000 | 584.400000 | 14.400000 | 2.530000 | 570.000000 |
| Norva24 Group | 16 | -0.510000 | 557.120000 | 14.120000 | 2.600000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.840000 | 254.880000 | 8.880000 | 3.610000 | 246.000000 |
| Karnov Group | 9 | -0.830000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Coor Service Management Hold. | 8 | -1.260000 | 534.000000 | 2.000000 | 0.380000 | 532.000000 |
| Boozt | 12 | -0.930000 | 1654.800000 | 0.800000 | 0.050000 | 1653.999996 |
| Creaspac SPAC | 6 | -0.830000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Handelsbanken A | 5 | -0.370000 | 538.250000 | -7.750000 | -1.420000 | 546.000000 |
| Midsona B | 63 | 1.220000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| CTEK | 13 | -0.260000 | 508.300000 | -25.700000 | -4.810000 | 533.999999 |
| International Petroleum Corp. | 5 | -1.310000 | 566.500000 | -28.070000 | -4.720000 | 594.565215 |
| Essity B | 2 | 0.520000 | 537.200000 | -36.800000 | -6.410000 | 574.000000 |
| Vivesto | 1368 | 2.370000 | 567.170000 | -45.830000 | -7.480000 | 612.999432 |
| Essity A | 4 | 0.370000 | 1078.000000 | -71.000000 | -6.180000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.280000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | -0.570000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | -0.930000 | 2756.000000 | -215.000000 | -7.240000 | 2971.000006 |
| OX2 | 18 | -0.500000 | 1438.200000 | -225.800000 | -13.570000 | 1663.999992 |
| Axfood | 13 | 0.820000 | 3495.700000 | -260.300000 | -6.930000 | 3756.000001 |
| Ovzon | 52 | 0.930000 | 2808.000000 | -554.000000 | -16.480000 | 3361.999992 |
| TOTAL | 46022.520000 | -866.050000 | -2.48685% | 46888.564618 |
Updated:¶
'2023-01-30 09:15:05.495006'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
